Client Management

After you signed in successfully, an overview of all existing projects is displayed to you. To access the general administration of your account, click the orange welcome button in the upper right corner of your browser. A dropdown menu should appear. Click Administration to access the general administration of your account. In the left navigation of the administration, click Clients. A hierarchical list of all existing clients is presented to you. Clients can be used to regulate the access to specific projects. You may assign a project to a client so that only users of this client will have access to this project. Any client may have an unlimited amount of subordinated clients. Click the grey plus sign in the upper right corner of your browser to add a new client. With each client a blue pencil and a red trash can are provided for editing and deleting. To show or hide all child clients, use the plus and minus sign in the upper right corner of your browser.

With each client the following settings are available:

Name: The client's name.

Description: A short description of the client.

Description: You may enter comments and notes about this client.

Contact Person: The name of the designated contact person of this client.